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What Sets Us Apart

The Wealth Empowerment Journey

A proprietary system developed to help you define your goals, develop a plan of action and implement detailed strategies to achieve your life-long goals.

  • Choose Your Vessel
  • Voyage Discovery
  • Charting the Course
  • Setting Sail
  • Navigating the Seas

The 5 Stages of Wealth

A custom designed exercise to help ensure proper timing and execution of each wealth phase during your lifetime.

  • Wealth Creation
  • Wealth Protection
  • Wealth Accumulation
  • Wealth Distribution
  • Wealth Transfer

Strategic Treasure Chests

A trademarked model to verify your “balance” within each key area of investments and insurance.

  • After-Tax Treasure
  • Tax-Managed Treasure
  • Tax-Free Treasure


Guidance Financial nor it’s licensed professionals offer legal, tax or accounting advice.  
You should consult with your own advisors regarding your particular situation.